Transforming The Financial Advisory Industry Through Data-Driven Organic Growth with Tom Rieman and Jordan Hutchison (Ep. 56)

Transforming The Financial Advisory Industry Through Data-Driven Organic Growth with Tom Rieman and Jordan Hutchison (Ep. 56)

What does it take to revolutionize the financial advisory landscape? In this episode, Jordan Hutchison is joined by Tom Rieman, the founder of Practice Intel, to talk about the challenges and rewards of entrepreneurship in the financial advisory industry.  Tom sheds light on the challenges, triumphs, and impact of creating a data-driven platform for organic …

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Breaking Through Growth Barriers in Wealth Management with Samuel Deane and Dr. Preston Cherry (Ep. 55)

Breaking Through Growth Barriers in Wealth Management with Samuel Deane and Dr. Preston Cherry (Ep. 55)

How can financial advisors unleash their growth potential in the ever-changing landscape of the wealth management industry? Today on The Disruption Blueprint Podcast, Shannon Spotswood interviews Samuel Deane of Deane Wealth Management, who specializes in serving founders and tech employees with equity compensation and tax planning, and Dr. Preston Cherry of Concurrent Financial Planning, who …

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The Female Financial Revolution: Rethinking Wealth Management with Dr. Barbara Provost (Ep. 54)

The Female Financial Revolution: Rethinking Wealth Management with Dr. Barbara Provost (Ep. 54)

How can the financial industry better serve women’s unique needs? In this episode, Shannon Spotswood speaks about women and money with Dr. Barbara Provost, Ed.D., MS Ed, MBM, founder of Purse Strings.  Shannon and Dr. Provost explore the disconnect between financial services and women’s needs while emphasizing the importance of a personalized approach, citing research …

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From Captive Insurance BD to 4x Organic Growth in Independence ft. Wes Miller, Partner, Wealth Management Advisor, Willow Private Wealth (Ep. 53)

From Captive Insurance BD to 4x Organic Growth in Independence ft. Wes Miller, Partner, Wealth Management Advisor, Willow Private Wealth (Ep. 53)

Welcome back to another episode of the Disruption Blueprint Podcast! If you’re a financial advisor navigating the challenges of the insurance channel and contemplating a shift to independence, Wes Miller’s transformative journey is a must-listen on the Disruption Blueprint podcast.  Wes Miller, Partner and Wealth Management Advisor at Willow Private Wealth, spent the majority of …

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The Financial Advisory Succession Crisis with David DeVoe (Ep. 52)

The Financial Advisory Succession Crisis with David DeVoe (Ep. 52)

It looks like the financial services industry is progressing towards a succession crisis. Are advisors ready to handle it? This week, Shannon Spotswood interviews David DeVoe, the Founder and CEO of DeVoe & Company, about the current state of M&A activity and succession planning in the financial advisory space.  Together, they highlight the succession crisis …

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Stepping Out of Your Comfort Zone and Inspiring Others with Nicole Middendorf (Ep. 51)

Stepping Out of Your Comfort Zone and Inspiring Others with Nicole Middendorf (Ep. 51)

How can financial advisors take themselves and their practices a step further to unleash their growth potential? In this episode, Shannon Spotswood hosts Nicole Middendorf, the CEO of Prosperwell Financial, to talk about the power of stepping out of your comfort zone and the value of authenticity in financial advising.  Nicole shares her personal journey, …

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Driving Trust, Growth, and Innovation in Wealth Management with Eric Clarke (Ep. 50)

Driving Trust, Growth, and Innovation in Wealth Management with Eric Clarke (Ep. 50)

In every walk with nature, one receives far more than he seeks. – John Muir Could this saying be true with businesses as well, that oftentimes we receive a lot more than we seek? Join Shannon Spotswood from RFG Advisory as she and Eric Clarke, the visionary Founder and CEO of Orion, discuss the rapidly …

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Why Your Zoom Calls Matter with Liz Dykes (Ep. 49)

Why Your Zoom Calls Matter with Liz Dykes (Ep. 49)

How do we maintain a personal touch in an increasingly digital age? Elevate your understanding as Dr. Jordan Hutchison is joined by Liz Dykes, Chartered Investment Manager and Certified in Life and Success Coaching.   Together, they plunge into the essence of understanding clients, challenging preconceived notions, and establishing strong rapport, especially in the financial advisory …

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Endurance Entrepreneurs: The Thin Line Between Complacency & Burnout with Michael Futterman (Ep. 48)

Endurance Entrepreneurs: The Thin Line Between Complacency & Burnout with Michael Futterman (Ep. 48)

Some advisors become too comfortable with their current situation and stop striving for more, usually due to a fear of disrupting what’s already working. Others are always in the “go, go, go” mindset, ultimately burning themselves out! How can you strike a balance between complacency and burnout? In this episode, Shannon Spotswood speaks with Michael …

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Unleashing Growth Potential: Shannon Spotswood’s Blueprint for Success (Ep. 47)

Unleashing Growth Potential: Shannon Spotswood’s Blueprint for Success (Ep. 47)

What achievements and victories can we learn from Shannon Spotswood? Today, Shannon takes a seat on the other side of the mic to share her experiences and insights with us. In this episode, Shannon Spotswood, President of RFG Advisory, is interviewed by Dr. Jordan Hutchison on the Game Film, a brand extension for Disruption Blueprint. …

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